Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC6 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $18,600 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,130 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,505 | $50,860+3.2% | $155,574-66.3% | $77,714-32.4% |
| Participation rate | 91.5% | 63.1%+28.4pp | 78.2%+13.3pp | 70.6%+20.9pp |
| Annual return | 24.00% | 34.86%-10.9pp | 64.87%-40.9pp | 31.26%-7.3pp |
| Employer contribution / active EE | $2,783 | $1,991+39.8% | $4,676-40.5% | $2,727+2.1% |
| Participant deferral / active EE | $2,419 | $2,825-14.4% | $5,629-57.0% | $4,649-48.0% |
| Admin fee / account holder | $39 | $436-91.0% | $15,914-99.8% | $433-90.9% |